Institutional Ownership Spdr Portfolio S&P 500 High Di (SPYD)
This table provides information about the institutional ownership of Spdr Portfolio S&P 500 High Di (SPYD). We have compiled data on the 494 institutions that hold shares in the stock, with a total of 51.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trajan Wealth LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
57,632
shares
|
$2.57 Million
0.14% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
55,728
shares
|
$2.49 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
53,840
shares
|
$2.41 Million
0.01% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
53,770
shares
|
$2.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.71%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
53,391
shares
|
$2.38 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.53%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
51,635
shares
|
$2.31 Million
0.01% of portfolio
|
Q4 2024
Added 21.1%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
49,876
shares
|
$2.23 Million
0.02% of portfolio
|
Q4 2024
Added 43.66%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
49,314
shares
|
$2.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
46,985
shares
|
$2.1 Million
0.12% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
44,726
shares
|
$2 Million
0.55% of portfolio
|
Q4 2024
Added 12.91%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
44,496
shares
|
$1.99 Million
0.49% of portfolio
|
Q3 2023
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
44,139
shares
|
$1.97 Million
0.15% of portfolio
|
Q4 2024
Added 8.57%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
43,826
shares
|
$1.96 Million
0.1% of portfolio
|
Q4 2024
Added 6.53%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
43,824
shares
|
$1.96 Million
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Wealth Advisory Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
43,222
shares
|
$1.93 Million
0.52% of portfolio
|
Q4 2024
Added 3.39%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
42,530
shares
|
$1.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
42,171
shares
|
$1.88 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
42,085
shares
|
$1.88 Million
0.57% of portfolio
|
Q4 2024
Reduced 49.99%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
41,223
shares
|
$1.84 Million
0.12% of portfolio
|
Q3 2023
Added 289.96%
|
|
|
Proathlete Wealth Management LLC
Boca Raton, FL |
Jan 22, 2025 Q4 2024 |
40,384
shares
|
$1.8 Million
0.66% of portfolio
|
Q4 2023
New holding
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Feb 13, 2025 Q4 2024 |
40,315
shares
|
$1.8 Million
0.36% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
40,305
shares
|
$1.8 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Feb 13, 2025 Q4 2024 |
38,458
shares
|
$1.72 Million
0.76% of portfolio
|
Q4 2024
Added 59.08%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
38,312
shares
|
$1.71 Million
0.0% of portfolio
|
Q4 2024
Added 3.76%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
37,858
shares
|
$1.69 Million
0.24% of portfolio
|
Q4 2024
Reduced 3.17%
|